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= Action Button Configuration = | = Action Button Configuration = | ||
| − | In ICI we have different Action buttons provided on the top right of the | + | In ICI we have different Action buttons provided on the top right of the entity Details page. The action button can be single or a group consisting of multiple action buttons. The group action button consisting of multiple actions under it can be configured using “Action Button Configuration” from the "Admin" menu on the top. |
| − | To navigate to | + | For example, in the screenshot below you can see a "Download" group action button with an arrow on the right. On clicking the arrow the actions under the group are displayed and the specific action can be taken. |
| + | <div class="image-green-border">[[File:8.0-Action Button Configuration-NO-Logo-Agreement-Details.png|720px]]</div> | ||
| + | To navigate to the configuration of the group action button: | ||
1.'''Click''' “Admin” main navigation menu on the top. | 1.'''Click''' “Admin” main navigation menu on the top. | ||
2. '''Click '''“Action Button Configuration”. The “Action Button Groups” index page opens. | 2. '''Click '''“Action Button Configuration”. The “Action Button Groups” index page opens. | ||
| − | <div class="image-green-border">[[File:8.0-Action Button Configuration-Menu- | + | <div class="image-green-border">[[File:8.0-NOLOGO-Action Button Configuration-Menu-0.png|720px]]</div> |
The page will display a grid view with all the existing configurations for the action buttons. | The page will display a grid view with all the existing configurations for the action buttons. | ||
| + | <div class="image-green-border">[[File:8.0-NO-LOGO-Action Button Configuration-Menu-Index.png|720px]]</div> | ||
| + | 3. '''Click''' the filter [[File:Filter-icon.PNG|20px|Filter-icon.PNG]]and sort icons on the right of each grid column heading to filter and sort the records. | ||
| − | + | 4'''. Click''' the eye icon [[File:Eye-icon.PNG|20px|Eye-icon.PNG]]in the far-right actions column to view the details of the configuration. The “Agreements” Details page opens. | |
| − | ''' | + | 5. '''Click''' the three dots menu (...) in the Actions column at the far right to “Edit” the configuration. |
| − | + | 6. '''Click '''"Create" on the top right to create the configuration. Refer to section "Creating the Action Button Configuration" for more details. | |
| + | |||
| + | 6. '''Select '''one or many records for the "Delete" button to activate for deleting the records located below "Create". | ||
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| + | |||
== Searching the Action Button Configuration == | == Searching the Action Button Configuration == | ||
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*Searches pinned as Favorites | *Searches pinned as Favorites | ||
| − | Refer to | + | Refer to [[Saved_Searches]] for more details on the search. |
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4. '''Select''' single or multiple “Contract Types” for which you want to add the action button group. For example, "Automation Prime Contract". | 4. '''Select''' single or multiple “Contract Types” for which you want to add the action button group. For example, "Automation Prime Contract". | ||
| − | <div class="image-green-border">[[File:8.0-Action Button Group Configuration0.png|720px|8.0-Action Button Group Configuration0.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">5. In "Button Groups" section '''add '''one or multiple groups. </div> <div class="image-green-border">To add a button group:</div> <div class="image-green-border">a. '''Enter''' the "Group Name"</div> <div class="image-green-border">b. '''Enter '''the "Group Actions".</div> <div class="image-green-border">'''Note:''' While adding group actions, the first action entered is a group action like "Download" which will be the name of the group button displayed on UI and the other actions are the related actions that will be displayed on clicking the arrow on the main action like "Download All", "Archive".</div> <div class="image-green-border">6. '''Click '''"Add Group". You can add multiple such groups:</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Action Button Group Configuration1.png|720px|8.0-Action Button Group Configuration1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">7. '''Click '''"Delete Group" to remove an added group.</div> <div class="image-green-border">8. '''Click '''"Save" after adding all groups.</div> <div class="image-green-border">The configuration will be displayed on the index page after the creation. Below screenshot shows such configurations. The first one is the one with multiple groups added.</div> <div class="image-green-border">and the second one is for single group.</div> <div class="image-green-border">[[File:8.0-Action Button Group Configuration2.png|920px|8.0-Action Button Group Configuration2.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> | + | <div class="image-green-border">[[File:8.0-Action Button Group Configuration0.png|720px|8.0-Action Button Group Configuration0.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">5. In "Button Groups" section '''add '''one or multiple groups. </div> <div class="image-green-border">To add a button group:</div> <div class="image-green-border">a. '''Enter''' the "Group Name"</div> <div class="image-green-border">b. '''Enter '''the "Group Actions".</div> <div class="image-green-border">'''Note:''' While adding group actions, the first action entered is a group action like "Download" which will be the name of the group button displayed on UI and the other actions are the related actions that will be displayed on clicking the arrow on the main action like "Download All", "Archive".</div> <div class="image-green-border">6. '''Click '''"Add Group". You can add multiple such groups:</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Action Button Group Configuration1.png|720px|8.0-Action Button Group Configuration1.png]]</div> <div class="image-green-border"> </div> <div class="image-green-border">7. '''Click '''"Delete Group" to remove an added group.</div> <div class="image-green-border">8. '''Click '''"Save" after adding all groups.</div> <div class="image-green-border">The configuration will be displayed on the index page after the creation. Below screenshot shows such configurations. The first one is the one with multiple groups added.</div> <div class="image-green-border">and the second one is for single group.</div> <div class="image-green-border">[[File:8.0-Action Button Group Configuration2.png|920px|8.0-Action Button Group Configuration2.png]]</div> <div class="image-green-border"> </div> |
| − | + | == Editing the Action Button Configuration == | |
| + | |||
| + | To edit the configuration of the action button: | ||
| + | |||
| + | 1. '''Navigate '''the index page and '''click '''the three dots on the far right of the grid. | ||
| + | |||
| + | 2. '''Click '''"Edit". The "Edit Action Button Configuration" page appears. Make changes are required, for example, apply the group action button for agreements belonging to all contract types by "Select All" in "Contract Types". | ||
| + | |||
| + | 3. '''Click '''"Save" | ||
| + | <div class="image-green-border">[[File:8.0-Action Button Configuration-Edit.png|720px|8.0-Action Button Configuration-Edit.png]]</div> | ||
Latest revision as of 18:24, 22 December 2021
Contents
Action Button Configuration
In ICI we have different Action buttons provided on the top right of the entity Details page. The action button can be single or a group consisting of multiple action buttons. The group action button consisting of multiple actions under it can be configured using “Action Button Configuration” from the "Admin" menu on the top.
For example, in the screenshot below you can see a "Download" group action button with an arrow on the right. On clicking the arrow the actions under the group are displayed and the specific action can be taken.
To navigate to the configuration of the group action button:
1.Click “Admin” main navigation menu on the top.
2. Click “Action Button Configuration”. The “Action Button Groups” index page opens.
The page will display a grid view with all the existing configurations for the action buttons.
3. Click the filter 
and sort icons on the right of each grid column heading to filter and sort the records.
4. Click the eye icon 
in the far-right actions column to view the details of the configuration. The “Agreements” Details page opens.
5. Click the three dots menu (...) in the Actions column at the far right to “Edit” the configuration.
6. Click "Create" on the top right to create the configuration. Refer to section "Creating the Action Button Configuration" for more details.
6. Select one or many records for the "Delete" button to activate for deleting the records located below "Create".
Searching the Action Button Configuration
You can search for templates either from the advanced search page or from Templates Page with 4 methods:
- Global Search and Advance Search on the top of the page
- Category Search under "Refine View" on the left
- Saved Searches
- Searches pinned as Favorites
Refer to Saved_Searches for more details on the search.
Creating the Action Button Configuration
To create the Action Button Configuration you have to specify the group name and the action buttons that will appear under the group. A single action button for a group will be displayed on the top right of the specified page on UI along with other action buttons. The buttons under the group will be visible by clicking the arrow provided on the right of the group button. For example, the "DonloadALL" group button in the following screenshot:
To create the group of action buttons:
1. Navigate to the index page and click “Create” on the far right. The “Create Action Button Configuration” opens.
2. Enter a “Configuration Name”. For example, “DownloadButtonGroup”.
3. Select a “Type of Contract” for which you want the group of action buttons to appear on UI. For example, Agreement, Request, and so on.
4. Select single or multiple “Contract Types” for which you want to add the action button group. For example, "Automation Prime Contract".
Editing the Action Button Configuration
To edit the configuration of the action button:
1. Navigate the index page and click the three dots on the far right of the grid.
2. Click "Edit". The "Edit Action Button Configuration" page appears. Make changes are required, for example, apply the group action button for agreements belonging to all contract types by "Select All" in "Contract Types".
3. Click "Save"
